CUSTOMER SUCCESS STORY

Global insurance group boosts field productivity and customer engagements with customer management and mobility

health-insurance

A leading insurance company in the United States and a leader in financial services globally .

Challenges

  • De-centralized sales processes and system to manage large accounts
  • Complex customer on-boarding experience including managing customer contacts
  • Customer activity management including deeper understanding to buying pattern, decision process with analytics & reporting
  • Provide mobility access to improve field productivity and customer engagement

Solution & Benefits

  • Entire solution built and implemented on Salesforce platform
  • Provide mobile access via Salesforce1 for agents to capture all customer details
  • Automated process across all the activities leveraging process builder.
  • Implemented the organization security model to comply with regulatory requirements and access controls based on role & responsibilities and hierarchies.
  • Build tools and automated system to extract, cleanse and load data from existing system to new system
  • Build reports and dashboards for both operational and executive level
  • Setting up the Pilot system for implementing Wave Analytics to improve quality and insights on the current reporting system

COMPANY

COUNTRY

USA

INDUSTRY

Insurance

PRODUCTS OR SERVICES

Customer Success Stories

From an idea to an unforgettable and measurable customer experience

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Drives productivity workflow integrated suite salesforce instance

Built a resilient Salesforce instance
that drives productivity and a seamless
workflow

Expertise
matched with
customer success

1500+

Successful Customers

Engagements

4.9/5

AppExchange

CSAT

600+

Salesforce

Certifications

21+

Years Of 

Customer Success

Appexchage Rankings Global